| 1 | MERCER GLOBAL ADVISORS INC /ADV | $2.16B | 51.7M | Added |
| 2 | Focus Partners Wealth | $895.7M | 21.5M | Added |
| 3 | Forum Financial Management, LP | $361.8M | 8.7M | Added |
| 4 | Pure Financial Advisors, LLC | $344.5M | 8.3M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $171.3M | 4.1M | Added |
| 6 | Apella Capital, LLC | $171.1M | 4.1M | Added |
| 7 | Focus Partners Advisor Solutions, LLC | $160.7M | 3.9M | Added |
| 8 | Allworth Financial LP | $150.8M | 3.6M | Trimmed |
| 9 | TCI Wealth Advisors, Inc. | $140.0M | 3.4M | Added |
| 10 | Foster Group, Inc. | $131.2M | 3.1M | Added |
| 11 | ASSETMARK, INC | $128.5M | 3.1M | Added |
| 12 | Petersen Hastings Wealth Advisors Inc. | $125.8M | 3.0M | Added |
| 13 | BANK OF MONTREAL /CAN/ | $119.8M | 2.9M | Added |
| 14 | Corient Private Wealth LLC | $118.2M | 2.8M | Trimmed |
| 15 | Alesco Advisors LLC | $111.4M | 2.7M | Added |
| 16 | PARK AVENUE SECURITIES LLC | $110.5M | 2.6M | Added |
| 17 | RW Investment Management LLC | $110.4M | 2.6M | Added |
| 18 | Aprio Wealth Management, LLC | $98.3M | 2.4M | Trimmed |
| 19 | HB Wealth Management, LLC | $93.0M | 2.2M | Added |
| 20 | FINANCIAL CONSULATE, INC | $88.0M | 2.1M | Added |
| 21 | UBS Group AG | $87.7M | 2.1M | Trimmed |
| 22 | HighTower Advisors, LLC | $87.2M | 2.1M | Trimmed |
| 23 | Beaird Harris Wealth Management, LLC | $85.4M | 2.0M | Trimmed |
| 24 | Beacon Pointe Advisors, LLC | $83.0M | 2.0M | Added |
| 25 | Savant Capital, LLC | $81.5M | 1.9M | Added |